CRM - Customers
Customer profiles are the foundation of Sharper. Every reservation, invoice, payment, and communication in the system is linked to a customer record. This article covers creating new customers and managing existing profiles.
Note: Customer records are shared across all modules in Sharper. Whether you are adding a Marina tenant, a Campground guest, or a Booking customer, all accounts are created and managed here in CRM — there is no module-specific customer creation.
Before Creating a New Customer
Always search for the customer first to avoid creating duplicate accounts. Duplicate accounts cause billing problems and split the customer's financial history.
Go to CRM → Customers.
Use the search bar to search by name, email, or Customer ID.
If the customer already exists, open their existing record instead of creating a new one.
Creating a New Customer
Go to CRM → Customers.
Click Add New in the top right corner.
Fill in the General section fields (see table below).
Click Next Step to move to the Payment Settings section.
Configure payment settings (see below).
Click Save.
General Information Fields
Field | Required | Description |
Display Name | Yes | The name used to identify this customer throughout the system. Must be unique. Typically formatted as "Last, First" or the company name. |
Yes | Used as the customer's username for the Customer Portal and as the primary address for all system emails. Must be unique. | |
Password | Yes | A temporary password for portal access. Encourage customers to reset using the Forgot Password link on the portal login page. |
First Name | No | Customer's first name. |
Last Name | No | Customer's last name. |
Company | No | The customer's company or organization name. |
Phone | No | Primary phone number. |
Alt. Phone | No | Alternate phone number. |
Tax Code | No | Overrides the product's default tax code for this customer. |
Tax Rate | No | Overrides the product's default tax rate for this customer. |
CC Emails | No | Additional email addresses (comma-separated) to copy on all correspondence. |
Do Not Email | No | When on, Sharper will not send automated emails to this customer. |
Inactive | No | Mark a customer as inactive if they are no longer associated with your property. Inactive customers cannot be billed. |
Internal Notes | No | Staff-only notes. Not visible to the customer. |
Address | No | Street address, city, state, ZIP, and country. |
Customer Type | No | Categorization label for reporting and filtering (e.g., "Commercial", "Seasonal"). |
Payment Settings Fields
Field | Description |
House Account | Enable house account billing for this customer. On by default. |
Can Save Payment Method | Allow a credit card or ACH account to be saved to this profile. On by default. |
Exclude Balance Check | Exclude this customer's balances from balance reporting. Typically used for default or house account customers. |
Saved Payment Methods | Enter the customer's credit card or ACH information. |
Payment Term | Default payment term for invoices. Overrides the system-level default. |
POS / Booking / Marina / Campground Payment Term | Module-specific payment terms that override the customer's default term for that module's invoices. |
Note: Payment terms follow a hierarchy — customer-level terms override product-level terms, which override the system default.
Editing an Existing Customer
Go to CRM → Customers.
Find the customer by searching or scrolling the list.
Click the customer's name or the edit icon to open their profile.
Make changes as needed and click Save.
Note: Changing a customer's email address changes their Customer Portal login. Notify the customer if you update their email.
Marking a Customer Inactive
Inactive customers cannot be billed or associated with new reservations. Use this for customers who have left your property.
Open the customer's profile.
Toggle on the Inactive field in the General section.
Click Save.
Important: Marking a customer inactive does not cancel their existing active reservations. Manually end or cancel any open reservations before or after inactivating the customer.
Customer ID
Every customer is automatically assigned a unique Customer ID by Sharper, visible on the customer profile and in reports. This ID is useful for identifying customers in exports and as a reference when contacting support.
Parent/Child Customer Relationships
Sharper supports a parent-customer link that allows accounts to be associated hierarchically. This is an advanced configuration typically set during implementation. Contact your Sharper implementation team for guidance on this feature.